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Editors Note: With this column, we kick off a new series on the intersection of financial advice and different cultures, historical backgrounds and identities. Morningstar Office clients can find more of our DEI coverage by logging in here.
We can’t talk about money without talking about culture.
Every culture and identity has different ways of approaching the issues central to managing finances. There is no one-size-fits-all way to think about retirement, home ownership, paying for college, debt, family and community obligations, and even trust in financial institutions and the government.
What many advisors think of as conventional wisdom around these subjects is actually a white-centric approach to financial planning.
Morningstar Office clients can find more practice management articles like this one, here.
Social media offers advisors tremendous opportunities for reaching new clients. But it s a matter of using it strategically and skillfully, with a focus on creating content that truly educates your target audience.
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The latest in financial #AdviserTech December 2020
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
December 18, 2020 38 MINS
This month’s edition kicks off with the big news that BlackRock is making a billion-dollar bet on the future of direct indexing, acquiring the No. 2 player, Aperio, just weeks after Morgan Stanley acquired the No. 1 direct indexing provider, Parametric, which given BlackRock’s sheer mass and distribution capabilities, could quickly turn 2021 into the year that direct indexing really hits the map with financial advisers, either for its inherent tax advantages (of being able to tax-loss-harvest the individual stocks in the index, rather than just the index fund itself) or the potential to morph into a form of “customized indexing” in which advisers adapt “index” funds for each client based on anything from factor bets (e.g., overweighting small-cap an